Catamount Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Catamount Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$59K	Hold	1,548	–	–	0.03%	81
2018 Q4	$55K	Sell	1,548 -80	-5%	-$2.82K	0.04%	69
2018 Q3	$63K	Hold	1,628	–	–	0.03%	72
2018 Q2	$61K	Hold	1,628	–	–	0.03%	69
2018 Q1	$55K	Sell	1,628 -164	-9%	-$5.75K	0.03%	74
2017 Q4	$60K	Sell	1,792 -364	-17%	-$11.9K	0.03%	70
2017 Q3	$67K	Hold	2,156	–	–	0.04%	67
2017 Q2	$64K	Hold	2,156	–	–	0.04%	79
2017 Q1	$61K	Buy	2,156 +792	+58%	+$22K	0.04%	75
2016 Q4	$36K	Buy	1,364 +200	+17%	+$5.19K	0.03%	80
2016 Q3	$30K	Hold	1,164	–	–	0.03%	84
2016 Q2	$29K	Hold	1,164	–	–	0.03%	58
2016 Q1	$29K	Hold	1,164	–	–	0.03%	61
2015 Q4	$29K	Hold	1,164	–	–	0.03%	61
2015 Q3	$27K	Sell	1,164 -1,560	-57%	-$38.4K	0.03%	63
2015 Q2	$67K	Sell	2,724 -192	-7%	-$4.83K	0.05%	57
2015 Q1	$72K	Buy	2,916 +1,560	+115%	+$38.1K	0.06%	48
2014 Q4	$32K	Buy	+1,356	New	+$31.7K	0.03%	57

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Catamount Wealth Management's IWF Position: Q1 2019 in Review

Catamount Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2019 at 1,548 shares worth $59K. The position accounts for 0.03% of the portfolio, ranked #81.

Catamount Wealth Management first reported a position in IWF in Q4 2014 and has held it in 18 quarters since. The position peaked at $72K in Q1 2015. 1,079 funds tracked by Wall St. Rank hold IWF as of Q1 2019.

Catamount Wealth Management held 1,548 shares of iShares Russell 1000 Growth ETF worth $59K as of Q1 2019.
Catamount Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2019.
iShares Russell 1000 Growth ETF made up 0.03% of Catamount Wealth Management's portfolio in Q1 2019, its #81 holding.
Catamount Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 18 quarters since.
Catamount Wealth Management's iShares Russell 1000 Growth ETF position peaked at $72K in Q1 2015.
1,079 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.